Position in GEV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,493,645
+$1,868,492 QoQ
Shares Held
4,676
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#861
of 3,398 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IHT Wealth Management, LLC holds $24,888,229 across 11 Specialty Industrial Machinery names. GEV ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
4,676 | $5,493,645 | |
| 2 | ITW |
Illinois Tool Works Inc
|
15,227 | $4,118,445 | |
| 3 | ETN |
Eaton Corp plc
|
8,211 | $3,498,871 | |
| 4 | PH |
Parker-Hannifin Corp
|
3,310 | $3,237,576 | |
| 5 | ROK |
Rockwell Automation, Inc
|
5,504 | $2,724,919 | |
| 6 | CMI |
Cummins Inc
|
3,723 | $2,655,280 | |
| 7 | EMR |
Emerson Electric Co
|
15,356 | $2,198,210 | |
| 8 | DOV |
DOVER Corp
|
3,377 | $757,393 |
All Filings in GEV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,493,645 | 4,676 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,625,153 | 4,153 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,376,380 | 3,636 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,109,721 | 3,431 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,874,778 | 3,543 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $985,443 | 3,228 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $911,136 | 2,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $752,955 | 2,953 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $493,434 | 2,877 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||